25 Sep
|
Raymond James Financial
|
Burlington
25 Sep
Raymond James Financial
Burlington
Become an integral part of Strong Private Wealth's wealth management team in Burlington, ON as a Contract Assistant. Manage client onboarding, maintain client records, and ensure exceptional service delivery.This role supports your professional growth while you provide high-level administrative assistance within a collaborative team. You will be responsible for creating outstanding client experiences by effectively managing communications and documentation in this one-year contract position.Key Responsibilities:Administer the client onboarding process thoroughlyMaintain and manage client information accuratelyPrepare professional correspondence and documentationRespond to client requests in a timely mannerCollaborate across departments to facilitate operationsRequirements:At least 2 years of administrative experienceProficient in Microsoft Office SuiteStrong attention to detail and accuracyAbility to prioritize multiple responsibilitiesProfessional demeanor with strong communication skillsLeverage your organizational expertise and passion for client service to help advance Robust Private Wealth's mission.
📌 Burlington Contract Assistant Role
🏢 Raymond James Financial
📍 Burlington